Rise Advisors’s Ivanhoe Electric IE Stock Holding History

Rise Advisors’s Portfolio IE Stock Details IE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-252	Closed	-$1.46K	–	1595
2025 Q1	$1.46K	Buy	+252	New	+$1.6K	﹤0.01%	1198
2024 Q4	–	Sell	-85	Closed	-$719	–	1160
2024 Q3	$719	Hold	85	–	–	﹤0.01%	1178
2024 Q2	$797	Hold	85	–	–	﹤0.01%	1169
2024 Q1	$833	Hold	85	–	–	﹤0.01%	1193
2023 Q4	$857	Hold	85	–	–	﹤0.01%	532
2023 Q3	$1.01K	Buy	+85	New	+$1.28K	﹤0.01%	531

Other funds holding IE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SCP

SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

MFN Partners Boston, Massachusetts $4.77B AUM 72.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Rise Advisors's IE Position: Q2 2025 in Review

Rise Advisors sold out of Ivanhoe Electric (IE) in Q2 2025, closing a stake of 252 shares — an estimated $1.46K sold.

Rise Advisors first reported a position in IE in Q3 2023 and held it in 6 quarters. The position peaked at $1.46K in Q1 2025. 136 funds tracked by Wall St. Rank hold IE as of Q2 2025.

Rise Advisors reported no remaining Ivanhoe Electric position as of Q2 2025 after selling out during the quarter.
Rise Advisors sold 252 Ivanhoe Electric shares in Q2 2025, an estimated $1.46K.
Rise Advisors first reported a position in Ivanhoe Electric in Q3 2023 and held it in 6 quarters.
Rise Advisors's Ivanhoe Electric position peaked at $1.46K in Q1 2025.
136 funds tracked by Wall St. Rank held Ivanhoe Electric as of Q2 2025.

Based on Rise Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.